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From leads to payments to project delivery — manage your entire client lifecycle in one system.
Turn your agency into a scalable machine. Package what you do, set your rules, and let clients buy without hesitation
Offer fixed one-time services like website builds or audits.
Bundle deliverables into Clearly structured packages.
Build a clean, conversion-ready catalog where every service.
Monitor all services in one place Edit details, update pricing.
Sell directly from your website link Generate a public link.
Offer optional add-ons with core services. Let clients upgrade.
Create discount codes for special campaigns or special clients.
Let clients try subscription Set services before committing.
From first inquiry to long-term client management, Agency Handy gives you a structured CRM built specifically for service agencies.
Manually add new leads or clients in seconds and connect
Track inquiries, assign owners, update stages easily
Turn qualified leads into paying clients with a single action
Quickly sort leads by status, owner, source, tags, or custom
Each client gets a centralized profile containing services
Create custom data fields to store business-specific
Bulk import contacts via CSV or export client data
Access the client portal exactly as your client sees it
Read how Ruben managed his agency operations and client communication into one organized workspace.
Ruben
Founder, Ardizi Design
Manage your projects from one place. Organize tasks, track updates, and move projects forward confidently.
Create projects connected to clients and services.
Collect onboarding information through forms before.
Track progress through clear as status stages such.
Add custom properties like level priority, budget allocation.
Quickly filter projects by status, client, service type, assigned.
Break projects into actionable tasks. Assign responsibilities.
Switch between list view for structured planning or.
Assign one multiple team ensure members to tasks.
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Collect the right information, send clear proposals, and get approvals faster. All within one workspace.
Build and customize forms to collect any client data.
Share public forms and collect responses from anyone.
Add, arrange, and customize every component within your forms.
Duplicate existing fields instantly to build forms much faster.
Quickly filter and find the exact form you need.
Create and send professional proposals to win clients
Track and monitor every proposal status in real time.
Download and share proposals with clients anytime.
Read how Terrence organized service requests and support tickets by using Agency Handy.
Terrence Jackson
Founder, Up Next Marketing Inc
From one-time invoices to recurring subscriptions, Agency Handy gives you a complete billing system built for service-based agencies.
Generate professional invoices linked to services,
Save reusable invoice templates with preset terms.
Set custom tax rates for different regions or services to ensure.
Send invoices directly via email or share secure payment links.
Track invoice stages like Draft, Sent, Viewed, Paid.
Automatically send friendly for upcoming or overdue.
Set up recurring billing plans for retainers and ongoing.
Connect Stripe, PayPal, Wise, or crypto, or manual payment.
See how Webkooker managed subscriptions, client orders, and project tracking in one workspace.
Increase in lead volume
higher GTM efficiency
higher inbound conversions
Make the platform truly yours. Control branding, access, portals, and system-level settings from one centralized workspace configuration panel.
Upload your logo to strengthen your brand visual identity.
Set your business name and define your brand identity.
Add your address and contact details for client.
Set your support email so clients can reach you.
Configure your timezone settings to keep scheduling always.
Set your default language for a localized user experience.
Set your default currency for accurate billing & invoicing.
Customize your appearance to match your brand.
See how Webkooker managed subscriptions, client orders, and project tracking in one workspace.
Kamrul Hasan Naim
CEO & Founder, Webkooker
You get a 7-day free trial where you get access to all the features for unlimited users and clients. After the 7-day free trial, you will get the option of choosing our standard package or contacting sales to further continue using it.
Yes, you can cancel anytime you like. There is no long-term commitment. Your subscription will automatically stop renewing when the current payment cycle is complete.
Once you cancel the subscription, it will automatically stop renewing once the current payment cycle is done. But you won’t get any refund.
No, you won’t need to put in your credit card details to access the free trial. Just sign up with the necessary details, and you’re good to go.
You can upgrade or downgrade anytime between different packages. You will get the credits within the billing period.
No, you do not need to know coding to use Agency Handy. It’s a no-code platform designed to be user-friendly for non-technical users, making it easy and hassle-free to set up. You can easily sign up and customize your client portal without technical expertise.
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